• The Debt Ceiling, Explained, & Why You Should Care!

    We’ve been hearing an awful lot about the “debt ceiling” lately. Read below for what it is, the history, and the consequences of what may or may not happen next. What is the Debt Ceiling? The debt ceiling is the total amount of money the US is authorized to borrow in order to meet its…

  • ICYMI: TurboTax Settlement Payouts are on their Way!

    Another settlement is in the works—and it’s payout time! If you paid TurboTax for Federal tax prep in Tax Years 2016, 2017, or 2018 (meaning, you probably filed in 2017, 2018, and 2019) you might be eligible for a cash settlement! Read below for details! What Happened at TurboTax? In 2019, an article by ProPublica was released accusing…

  • ICYMI: Facebook Settlement: How You Can Get Yours & the Consequences of Doing Nothing At All!

    ICYMI: Facebook settled a huge lawsuit recently, over their user’s data and privacy issues, and you may be eligible for a cash settlement. Read below for all the details, including what happens if you do nothing at all. What is a Class Action Lawsuit and What is a Settlement? A Class Action Lawsuit happens when…

  • Taxes: Follow-Up. A Few Questions for You!

    A quick follow-up to your tax situation this year. How did you make out? Did you get a big refund, did you owe..break even, or somewhat close to it? Read below for a few considerations that fit your situation. Again, not tax advice. Ever. If you got a substantial refund.. Do you usually get a…

  • Financial Literacy Month: Investing ABC’s!

    April is Financial Literacy Month! We touched recently on the definitions of Stocks, Bonds, ETF’s and Mutual Funds. Let’s expand our knowledge with some more investing terminology! A: Asset Allocation: The different investment types you have chosen to make up your portfolio (see “P” for Portfolio below). B: Bull/Bear Markets: Any market in which prices…

  • Money Mindset: Wrapping our Heads Around Risk!

    One of the most common foundational values is GROWTH. We, as human beings, strive to always be advancing, succeeding, doing-better-than-before, etc. Growth is obviously one of the most common money-goals as well. Growing our money while doing as little as possible on our end, is the best way to build wealth. Read below for a…

  • Paying Your Taxes: Housekeeping & Reminders!

    This year’s tax deadline is just around the corner! In order to file your 2022 taxes on time, the deadline this year is Tuesday April 18! A few important reminders and an overview of penalties. Who has to file? Taxpayers under age 65 with a total income (from all sources) of at least $12,950 and…

  • Money Mindset: Prioritizing Your Nervous System in the Handling (and mis-handling!) of Your Money!

    Let’s talk about how our nervous system stress-response-type can show up in our relationship with our money! Read below for a refresher on the common stress-responses, how yours may be showing up in the way that you interact with your finances, and what you can do right now to get back in touch with what…

  • Women’s History Month: ICYMI Women’s Equal Pay Day This Year was March 14th!

    As March comes to a close, so does National Women’s History Month and that means (although it’s never NOT a good time) it’s a good time to take a look at women and money. Specifically, where women are falling behind in regards to wages versus men. ICYMI: Equal Pay Day fell on March 14th this year.…

  • Bank Failure Follow-up: How Secure are You Feeling?

    In the wake of bank failures recently, how secure are you feeling with regards to your money? Read below for a touch on your options when it comes to insurance at your institution, as well as a refresher on low-risk options to stash away your cash, for use when things get tight. Find out how…